Salesforce Data Loader: A Comprehensive Guide (2021)

Reading Time: 6 minutes

Data is dynamic, and it grows much before you can think!

It could be true for your personal data, your business and even data from across the globe.

If we talk about the numbers, we have only created more than 90% of the total world data in the recent two years.

Also, it’s estimated that by 2025, more than 463 exabytes of data will be created each day across the globe, which is more than 212,765,957 DVDs per day!

Well, that is hell loads of data, and we got to manage it at every level.

It could be done in various ways. However, something which could be scary is managing it manually.

Worry not! We have got tools and professionals to help you with Salesforce Data Loader Implementation. Data loading is one such process that helps in managing this bulking data in a better manner. And there are several cloud based tools to further help with this process.

Let us talk about this process and look at the reasons if you need it as a business or not:

What is Data loading?

Data Loading is a process of loading and copying data as well as data sets. It is carried out from source file/ folder or even application to a similar application or a database. It helps in storage and processing utility when required.

Why do businesses need it?

Undeniably, data and CRM platforms go hand-in-hand for most businesses.

To run a smooth CRM platform, it is important to manage the data in the best manner possible.

Storing, recording, processing, tracking and analyzing the customer database creates a bulk of data.

They are making it extremely important for the business to manage data & ensure profitable outcomes from the same.

Salesforce is one of the top most CRMs across the world, most businesses use it.

And if it is one such business, you would need to know everything regarding the Salesforce Data Loader without fail.

And here is a mention of important information about the Salesforce Data Loader as required by your business.

What is Salesforce Data Loader?

The Salesforce Data Loader is a universally accepted tool with advanced features to make data loading an effortless task.

It is essential to let you update and manage your information.

Salesforce data loader makes sure that your new data is incorporated flawlessly into your database.

Some advanced features of the Salesforce data loader are that it even helps in eliminating the redundant information from your database.

Pulling the data, updating it or even deleting the records help your employees in such a way that it adds to the profitability of your business.

If you are looking for an option to import or export bulk data from Salesforce, this is a go-to tool.

This application works well with Mac as well as Windows environments, making it easy to use.

The four most important core functions of Salesforce Data Loader:

  1. Insertion of new Data
  2. Updation of the data
  3. Deletion of the data
  4. Exporting the data

Apart from these, there are some other functions such as upsert, hard delete, and export, which can be performed with the help of Salesforce Data Loader.

Salesforce Data Loader Infographics
  • Save

Key features Of Salesforce Data Loader

Let’s talk about the key features of Salesforce data loader:

Interactive UI: n order to leverage an easy to use interface, you use Salesforce Data Loader, as it comes from seamless UI. The best features are drag-and-drop field mapping used to map the fields into the Salesforce from input files.

Scalability: Loading Huge files with more than 5 million records can be done effortlessly with the Salesforce Data Loader.

Platform Support: Salesforce Data loader is known for excellent cross-platform support. Along with that, it supports both Mac as well as Windows computers. Additionally, it supports a lot of data objects and even custom objects.

Logging Files: A detailed log of the files containing success and error in CSV (Comma-separated values) format helps in easy analysis.

CSV Viewer: The built-in CSV file viewer in Salesforce Data Loader lets you look at the files even before you process with configuring them for the data loading process.

Infographic Body

Common uses of Salesforce Data Loader

Here is a list of common uses of Salesforce Data Loader

  • Load more than 5 million records in a go with Salesforce Data Loader.
  • Data objects without Import wizard can also be easily handled with Salesforce Data Loader.
  • One can easily schedule data loaders at desired intervals with Salesforce Data Loader, making it extremely convenient. This process then becomes automated post schedule; you can even go for night uploads without any pain.
  • It lets you export data even for Salesforce backup purposes.
  • Salesforce Data Loader can be used to process the data in Salesforce as well as Database.com.

Salesforce Data Loader is undeniably doing wonders for most businesses.

Here is a list of some more uses which comes under the scope of Salesforce data Loader:

scope of salesforce data loader points
  • Save

Top Data Loaders for Salesforce, and which one will you choose?

Salesforce offers a wide range of Data Loaders, and here is a mention of the best Data Loaders for you. Let us have a look at these:

Top Data Loaders for Salesforce:

Best Salesforce Data Loader
  • Save

Let us talk about each of these Data Loaders in Details:

Data Import Wizard

Data Import Wizard from Salesforce is a data loading tool by Salesforce and is available in all the editions.

The user experience is seamless, and hence it can be said that it offers an easy to navigate interface.

Recent upgrades to Data Import Wizard include importing more objects and Accounts & Contacts, Leads, Solutions, Campaign Members & Person Accounts.

Additionally, the Salesforce Data Import Wizard lets you import custom objects!

Salesforce Data Loader 

Salesforce Data Loader is a better and bigger version of Salesforce Data Import Wizard. It is more powerful, has higher limits and makes better possibilities available.

It could be directly installed on the computer, and interaction with the data is possible in many different ways when it comes to Salesforce Data Loader. With this Data loader, you can insert, update, export or delete the data.

The records with import wizard can be increased from 50 000 to 5 million. The number of backend settings make it an easy-to-use Data Loader.

Dataloader.io

Mulesoft developed this cloud-based Data Loader, and since then, Salesforce has acquired it and has added it to the Salesforce environment.

Since it is a cloud-based data loader, it can be accessed via browser as well.

The features and backend settings are similar to the Salesforce Data Loader.

However, some additional functions are making it way better than others.

Scheduling tasks and automated processes to look for parent records based on text are two of the most special features of this data loader.

XL-Connector

Unlike others, some people work on Excel, and XL-connector is the data loader for such requirements.

It can also be referred to as an additional feature or an add-on Excel to help interact with the Salesforce data.

It is a convenient-to-use data loader.

XL-connector Data Loader comes with all the standard features such as insertion, updation, upserting, deleting, exporting and many more.

The additional features of XL-Connector are converting leads, the mass merging of accounts or contact/ leads and many more.

Prodly

Prodly is a data loader that is slightly different from the conventional data loaders, and herein you need to move between the apps: Salesforce org and Prodly; while working on it.

The data is deployed between different orgs with reusable data set templates.

Certain features of Prodly include automatic audit trail, advanced automation for reactivating/ deactivating workflow rules, advanced automation, validation rules, process builder and many more.

How to choose the right data loader?

Well, this could be an important decision for a business. We have a checklist that could be worked out based on your requirements compared to what is offered.

Here, to help you make an apt choice, we have listed certain pros and cons of all these top 5 salesforce data loaders.

It will help you understand the shortcomings and the offerings of these platforms to choose the suitable one for your business.

Conclusion

Making the right choice could have an enduring impact on your business growth.

And CRM should always be a top priority for a business. When we say CRM, data loader, and credible information around it become quite important.

You should make a choice that is worthwhile and rightly informed.

If required, you can even consult experts who understand your requirement and provide you with a solution that is in sync with the needs of your business.

Recent Posts

Table of Contents

Share via
Copy link